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Sundaram Monthly Income Plan - Moderate Plan - Direct Plan - Monthly Dividend Option
Side-by-side metrics
Metric#119650
SchemeSundaram Monthly Income Plan - Moderate Plan - Direct Plan - Monthly Dividend Option
HouseSundaram Mutual Fund
CategoryIncome
Latest NAV₹12.154
1M return0.47%
3M return1.92%
6M return3.33%
1Y return2.61%
3Y CAGR6.04%
5Y CAGR—
Inception CAGR5.74%
σ 1Y (annualized)2.70%
σ 3Y (annualized)3.12%
Max drawdown (all)-4.09%
Sharpe 1Y (rf=6%)-1.22
Sharpe 3Y (rf=6%)-0.03